Move a researched partner toward an introduction
Create the meeting while the prospect context is fresh, using the date, time, and purpose supplied with the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Create Meeting
Create and schedule a meeting.
Why this helps
A promising partner lead can stall while someone separately transfers details and schedules an introduction.
- Carry prospect context into meeting planning.
- Create a meeting when the request includes complete scheduling details.
- Avoid guessing about dates, times, or meeting purpose.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the meeting outcome.
- 3Tell Notis to create a ChMeetings meeting only when the request supplies the required meeting details and availability.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real prospect request and review the meeting details.
Questions about this workflow
Will Notis invent a meeting time if none is supplied?
No. Instruct Notis to flag missing scheduling details in the run report and create the meeting only when the required details are available.
Does this workflow invite the prospect too?
This workflow creates the meeting. Inviting an attendee is a separate ChMeetings action and requires the meeting and attendee details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chmeetings. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Invite a new attendee to a meeting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Retrieve the details of a specific attendee.
ChMeetings: Create Meeting
Create and schedule a meeting.
ChMeetings: Create Organization
Create a new organization.
ChMeetings: Create Reminder
Create a reminder for a meeting.
Delete Meeting Attendee
Remove an attendee from a meeting.
List Meeting Attendees
List the attendees of a meeting.
ChMeetings: Delete Meeting
Permanently delete an existing meeting.
Connect any two apps with Notis in the middle.
Aeroleads and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Chmeetings.